• Email info@discoverwealth.com.au
  • Location 9 Prince Patrick St, Richmond VIC 3121

The Discover Process

Built 100% around your goals

While other financial planners may push their products and start with a pre-created plan before meeting with you, that’s not us.

We start with a blank piece of paper and zero agenda. We listen to you, your present situation, obstacles and dreams. Only then do we create a proven plan. Your wealth plan.
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Our easy process that has our clients achieving their financial goals:


This first step is so important, we named our company after it. It all starts with YOU.

- You share your financial dreams with us.
- You tell us what matters most to you about money and life.
- You share your short, medium and long-term goals.
- You tell us what’s working well and not so well.
- We reveal the gaps in your situation that need attention.


After our Discovery, it’s time to take a closer look at what sets Discover Financial Partners apart. We use a personalised Financial Roadmap to...

- Identify and improve your current wealth management activities.
- Bridge any gaps that may be holding you back financially.
- Give you a clear, step-by-step plan so you can confidently reach your goals.


Now, you’re ready to take action... In this step, you experience financial gain and we work closely with you to…

- Implement new financial strategies that align with your goals.
- Apply necessary changes to get you back on track.
- Strive towards maximum gain with minimum risk and debt.


Too many financial advisers stop at IMPLEMENT. Not Discover, we help you stay on track for LIFE! Never trust a financial adviser who never changes your plan. Discover Financial Partners continuously reviews your plan to ensure you are on track to meet your financial goals.

- Together, we agree how often we should meet and check progress.
- Anytime there’s a shift (job change, financial markets, tax laws),
we will review your current plan.
- With your input, we will constantly manage your risks.